中微公司前三季度新增订单76.4亿元

Core Insights - The company reported a revenue of 5.507 billion yuan for the first three quarters of 2024, representing a year-on-year growth of approximately 36.27% due to increased recognition of its plasma etching equipment in both domestic and international markets [1] - The company achieved a revenue of 4.413 billion yuan from etching equipment, marking a year-on-year increase of about 53.77% [1] - The company has actively engaged in the MOCVD market, focusing on applications for silicon carbide and gallium nitride power devices, and has made significant progress in developing specialized MOCVD equipment for Micro-LED and other display fields [1] Financial Performance - The company recorded a net profit attributable to shareholders of 913 million yuan for the first three quarters of 2024, a decrease of approximately 21.28% year-on-year, primarily due to increased R&D expenditures and the absence of previous gains from stock disposals [2] - R&D expenses for the first three quarters of 2024 increased by 7.56 billion yuan, representing a growth of about 95.99%, accounting for approximately 28.03% of the company's revenue, significantly higher than the average for the Sci-Tech Innovation Board [2] - The company achieved a net profit of 396 million yuan in the third quarter of 2024, a year-on-year increase of approximately 152.63%, driven by revenue growth and improved gross margins [3] Order and Production Metrics - The company secured new orders totaling 7.64 billion yuan in the first three quarters, reflecting a year-on-year growth of about 52.0%, with etching equipment orders contributing 6.25 billion yuan [2] - The company produced 1,160 specialized equipment units, a year-on-year increase of approximately 310%, corresponding to a production value of about 9.419 billion yuan, which supports future shipments and revenue recognition [2] - The company’s new LPCVD equipment generated revenue of 28 million yuan, marking the first sales of this new product [1]